Childress Capital Advisors, LLC
Assets Under Management
$826.2M
Number of Clients
367
Number of Advisors
4
Average Client AUM
$2.3M
AUM per Advisor
$206.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Childress Capital Advisors provides discretionary investment management, investment advisory, and financial planning services to individuals, families, and institutions. They utilize various investment types, including equities, fixed income, alternatives, and mutual funds, tailoring recommendations to client needs and goals.
Fee Structure
Childress Capital Advisors charges fees based on assets under management, fixed fees, or a combination. The annual management fee for investment management services ranges up to 1.0% annually, assessed quarterly in arrears based on the daily average balance. Financial planning and consulting fees are also available. Clients may incur additional charges from third parties like broker-dealers and custodians.
Areas of Practice
Location
952 Echo Lane, Suite 365, Houston, TX, 77024